AFWA
AMGN icon

Ancora Family Wealth Advisors’s Amgen AMGN Stock Holding History

Ancora Family Wealth Advisors’s Portfolio AMGN Stock Details AMGN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		$323K Buy
1,937
+452
+30% +$76.4K 0.11% 157
2016
Q2 		$226K Buy
+1,485
New +$231K 0.09% 172
2016
Q1 		– Sell
-1,286
Closed -$209K – 179
2015
Q4 		$209K Buy
+1,286
New +$202K 0.09% 170

Other funds holding AMGN

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Ancora Family Wealth Advisors's AMGN Position: Q3 2016 in Review

Ancora Family Wealth Advisors increased its Amgen (AMGN) stake by 30% in Q3 2016, buying an estimated $76.4K and bringing the position to 1,937 shares worth $323K. The position accounts for 0.11% of the portfolio, ranked #157.

Ancora Family Wealth Advisors first reported a position in AMGN in Q4 2015 and has held it in 3 quarters since. 1,518 funds tracked by Wall St. Rank hold AMGN as of Q3 2016.

  • Ancora Family Wealth Advisors held 1,937 shares of Amgen worth $323K as of Q3 2016.
  • Ancora Family Wealth Advisors bought 452 Amgen shares in Q3 2016, an estimated $76.4K.
  • Amgen made up 0.11% of Ancora Family Wealth Advisors's portfolio in Q3 2016, its #157 holding.
  • Ancora Family Wealth Advisors first reported a position in Amgen in Q4 2015 and has held it in 3 quarters since.
  • 1,518 funds tracked by Wall St. Rank held Amgen as of Q3 2016.

Based on Ancora Family Wealth Advisors's 13F filing for Q3 2016, filed 4 Nov 2016.